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Nehal Chopra Ratan Capital Management

AUM $310M
1-Year Est. Return 137%
 

Nehal Chopra is the founder of Ratan Capital Management, a concentrated investment firm whose public portfolio is followed for high-conviction equity ideas. The firm’s filings often show a focused set of positions rather than a broad index-like book. Investors track Ratan as an example of a smaller, research-driven manager with differentiated stock selection.

This Fund
S&P 500
This Quarter Est. Return
+23.04%
1 Year Est. Return
+137%
3 Year Est. Return
+616.47%
5 Year Est. Return
+765.59%
10 Year Est. Return
+8,354.57%
AUM
$711M
AUM Growth
+$362M
Cap. Flow
+$247M
Cap. Flow %
34.69%
Top 10 Hldgs %
100%
Holding
9
New
4
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$66.8M
2
PF
Pinnacle Foods, Inc.
PF
+$65.9M
3
BHC icon
Bausch Health
BHC
+$62.1M
4
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$51.3M
5
CPN
Calpine Corporation
CPN
+$36.2M

Top Sells

Rank Stock Value
1
ENDP
Endo International plc
ENDP
+$35.3M
2
AGN
Allergan plc
AGN
+$168K

Sector Composition

Rank Sector Weight
1 Healthcare 50.48%
2 Communication Services 19.9%
3 Consumer Staples 10.2%
4 Utilities 5.4%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHC icon
1
Bausch Health
BHC
$2.41B
$206M 28.99%
1,038,371
+350,000
+51% +$62.1M
AGN
2
DELISTED
Allergan plc
AGN
$117M 16.45%
393,193
-590
-0.1% -$168K
CHTR icon
3
Charter Communications
CHTR
$17.9B
$91.3M 12.83%
472,708
– –
KRFT
4
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$88.1M 12.39%
+1,011,576
New +$66.8M
PF
5
DELISTED
Pinnacle Foods, Inc.
PF
$72.6M 10.2%
+1,777,971
New +$65.9M
ZAYO
6
DELISTED
Zayo Group Holdings, Inc.
ZAYO
$50.3M 7.07%
+1,800,000
New +$51.3M
CPN
7
DELISTED
Calpine Corporation
CPN
$38.4M 5.4%
+1,679,984
New +$36.2M
ENDP
8
DELISTED
Endo International plc
ENDP
$35.9M 5.04%
400,000
-421,992
-51% -$35.3M
HTH icon
9
Hilltop Holdings
HTH
$2.22B
$11.6M 1.63%
596,884
– –

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Nehal Chopra's Q1 2015 Portfolio in Review

As of Q1 2015, Nehal Chopra held 9 positions worth $711M, up 103% from $350M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Nehal Chopra deployed $247M of net new capital in Q1 2015, opening 4 new positions and adding to 1 existing holding. Its largest new stake was KRAFT FOODS GROUP INC COM STK (VA): 1,011,576 shares worth $88.1M.

By sector, the portfolio is most concentrated in Healthcare at 50% of assets, down from 74% a quarter earlier, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was Endo International plc, an estimated $35.3M trimmed.

  • Nehal Chopra's largest Q1 2015 buy was KRAFT FOODS GROUP INC COM STK (VA): 1,011,576 shares worth $88.1M.
  • Nehal Chopra added most to Bausch Health in Q1 2015, an estimated $62.1M increase.
  • Nehal Chopra's biggest Q1 2015 reduction was Endo International plc, cutting an estimated $35.3M.
  • Nehal Chopra's ten largest holdings make up 100% of its $711M portfolio in Q1 2015.
  • Nehal Chopra opened 4 new positions and closed 0 in Q1 2015.
  • Nehal Chopra's portfolio value rose 103% quarter-over-quarter to $711M.

Based on Ratan Capital Management's 13F filing for Q1 2015, filed 15 May 2015.